Filed September 20, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,115 | $81,460+149.3% | $103,333+96.6% | $80,856+151.2% |
| Participation rate | 56.8% | 66.8%-10.1pp | 74.5%-17.8pp | 67.6%-10.9pp |
| Annual return | 10.97% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,119 | $3,105+0.4% | $3,868-19.4% | $2,755+13.2% |
| Participant deferral / active EE | $7,417 | $3,869+91.7% | $5,057+46.6% | $4,296+72.6% |
| Admin fee / account holder | $29,235 | $6,566+345.2% | $8,355+249.9% | $6,918+322.6% |